Fund Details
Aditya Birla Sun Life Focused Equity Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.05% |
| NAV | ₹74.04 (25 Jan 2021) |
|---|---|
| Fund Started | 24 Oct 2005 |
| Fund Size | ₹4,644 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
4. 1Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.08%
9. 3Y Returns are lower than the category average returns
10. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.9% |
| HDFC Bank Ltd. | Financial | Equity | 8.7% |
| Infosys Ltd. | Technology | Equity | 8.7% |
| Bharti Airtel Ltd. | Communication | Equity | 5.3% |
| Ultratech Cement Ltd. | Construction | Equity | 4.0% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 3.7% |
| HCL Technologies Ltd. | Technology | Equity | 3.7% |
| Axis Bank Ltd. | Financial | Equity | 3.3% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.3% |
| Reliance Industries Ltd. | Energy | Equity | 3.3% |
Fund Managers
Aditya Birla Sun Life Focused Equity Fund Growth Details
Aditya Birla Sun Life Focused Equity Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 24 Oct 2005. Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Focused Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,644 Cr and the Latest NAV as of 25 Jan 2021 is ₹74.04.
The Aditya Birla Sun Life Focused Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 365 days.
Investment Objective
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
